Oakbank is a real estate capital advisory firm. We provide equity and debt financing services to leading developers and investors.

About

Founded in 2022, Oakbank provides custom financing solutions for developers and real estate investors in the form of construction, bridge, mezzanine, and term loans. The firm also has a direct equity investment platform that was created to strategically co-invest with clients and partners.

Advisory

We specialize in placing commercial mortgage capital. Our underwriting expertise and industry network allow us to navigate the debt market on behalf of our borrowers. Clients benefit from our long-standing relationships with national and foreign banks, life insurance companies, CMBS conduits, private equity firms, credit unions, CMHC insured lenders, and pension funds.

Investment

Our entrepreneurial approach and vast rolodex allow us to deploy capital alongside quality sponsors in a diverse range of real estate-related investments that offer highly attractive risk-adjusted returns. Our capital comes from our firm's principals, high net worth families, and like minded investors that want exposure to private real estate opportunities.

Partners

We are a diverse team of professionals with deep financial expertise, commitment to analytic rigor, and a shared passion for commercial real estate and creating value for our clients.

Jonah R. Brown

Founder and Managing Partner
jonahb@oakbankcapital.com
437-900-6924
LinkedIn
Mortgage Agent: #M17001464

David N.H. Bell

Founder and Managing Partner
davidb@oakbankcapital.com
437-900-6113
LinkedIn
Mortgage Agent: #M19002559

Lindy L. Masson

Partner
lindym@oakbankcapital.com
437-900-6228
LinkedIn
Mortgage Agent: #M21002530

Aaron X. Sun

Partner
aarons@oakbankcapital.com
437-900-6116
LinkedIn
Mortgage Broker: #M16002796